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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,287 | $75,963-70.7% | $97,995-77.3% | $70,126-68.2% |
| Participation rate | 16.0% | 77.0%-60.9pp | 82.4%-66.3pp | 69.5%-53.5pp |
| Annual return | 22.17% | 19.26%+2.9pp | 23.94%-1.8pp | 73.15%-51.0pp |
| Employer contribution / active EE | $0 | $3,278-100.0% | $4,158-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,589 | $4,053-60.8% | $5,097-68.8% | $3,332-52.3% |
| Admin fee / account holder | $1,334 | $5,407-75.3% | $5,943-77.6% | $4,645-71.3% |